NetSuite CPQ Configurator Setup
After installing NetSuite CPQ Configurator, define basic settings on the options record at CPQ > Configurator > Settings. You can also configure additional settings to customize the experience with this SuiteApp.
To define basic settings, complete the tasks explained in the following help topics:
To customize your experience with NetSuite CPQ Configurator, you can complete the tasks explained in the following help topics:
When you are finished, save the options record.
Selecting Eligible Transactions
Users can configure complex items by clicking the Configure button on eligible transactions. After installing NetSuite CPQ Configurator, you must choose the transactions that can include the Configure button. In the Transactions field, select the required transactions.
The following transactions are available:
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sales orders
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invoices
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estimates/quotes
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opportunities
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credit memos
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purchase orders
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return authorizations
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purchase requisitions
Sending Data to the Transaction Page
When submitting the configuration, NetSuite CPQ Configurator can send data to the transaction page in the browser or the transaction record in the database. Sending data to the transaction page provides more flexibility in applying changes because the transaction is not automatically saved after submitting the configuration.
To send data to the transaction page, check the Submit to order page box.
If NetSuite CPQ Configurator sends data to the transaction page, you should also set an additional option. This option determines how configured items on the transactions are edited:
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Items can be updated.
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Items can be removed and added as new ones.
However, the default option of removing items is no longer used. On the Submit subtab of the options record, you should select Update Items in the Item Submit Type field. This option also maintains the original order of the items on the transaction.
Interacting with Configuration Line Items on Transactions
During the setup, you can decide how users interact with line items that belong to a configuration. If the configured item includes additional items (called breakout items), you should only allow users to remove the entire configuration. Allowing users to edit line item values may affect the configuration requirements. If the configuration has strict requirements, you should prevent editing line item values.
When setting up NetSuite CPQ Configurator, choose your preferred option in the Edit & Remove Options for CPQ Line Items field:
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Remove all and prevent editing – Users cannot remove specific configuration line items or edit line item values. They can only remove the entire configuration (main and additional items).
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Remove all and allow editing – Users can edit configuration line item values but cannot delete specific configuration line items.
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Remove single item and allow editing – Users can edit line item values and remove specific line items without removing the entire configuration. The item removed can be a main or additional item (called breakout item). This is the default option.
Maintaining Enabled Specific Custom Transaction Body and Line Fields
NetSuite CPQ Configurator automatically creates and enables custom transaction body and line fields to work with eligible transactions. Always maintain these fields enabled to let users configure items from transactions. The following table lists the custom transaction body fields.
|
Body Field Name |
Body Field ID |
|---|---|
|
NetSuite CPQC iFrame |
custbody_cpqc_iframe |
|
Sole Description |
custbody_cpqc_so_lineitem_description |
|
Configurations |
custbody_cpqc_configs |
|
CPQC Message |
custbody_cpqc_message |
|
SO Changed Fields Data |
custbody_cpqc_so_changed_fields_data |
|
Sole SO-WO Converted |
custbody_cpqc_trns_sowo_converted |
The following table contains information about the custom transaction line fields.
|
Line Field Name |
Line Field ID |
|---|---|
|
Configurator Data |
custcol_cpqc_item_col_config_data |
|
Inv Detail Data |
custcol_cpqc_invdet |
|
Configurator |
custcol_cpqc_item_col_config |
|
Configuration |
custcol_cpqc_configuration |
|
Config Status |
custcol_cpqc_item_cfg_status |
|
CPQC Message |
custcol_cpqc_message |
|
CPQC Line Number |
custcol_cpqc_line_num |
For more information about custom fields in NetSuite, see Custom Fields.
Defining Product Sorting
Products are displayed to users on the Select Product page. You can sort the products on this page by name or sequence number. The default option is sorting products by name. In the Sort Products By field, select your preferred option. This sorting option does not affect the internal product list at CPQ > Configurator > Product Maintenance.
Users access the Select Product page by clicking the Configure button on eligible transactions. Users with an administrator role can access a preview version of this page at CPQ > Configurator > Standalone.
Copying Configuration Records for Converted Transactions
Converted transactions containing a configured item share the same configuration record as the original transactions. If you edit the configured item in one transaction, the changes are reflected in the other, and the other way around.
NetSuite CPQ Configurator can create a copy of the original configuration record for the converted transaction. With different configuration records, you can edit the configured item in one transaction without affecting the other. If the transaction contains multiple configured items, NetSuite CPQ Configurator creates a copy of the configuration record for each configured item.
To copy configuration records, check the Copy configs on transaction conversion box.
Defining How to Display the Product User Interface
The Select Product page and the product user interface are displayed to users in a new browser tab by default. When the configuration pages are displayed in a new browser tab, users can focus on configuring the complex item and switch back to the transaction page if needed.
Alternatively, you can display the configuration pages in a popup window or embedded in the transaction. On the Appearance subtab, select your preferred option in the Configurator Start Type field.
If you want to display the configuration pages in a popup window, the popup window can cover the entire transaction page or only 90% of the page. Select an option in the Window Size field.
If you display configuration pages embedded in the transaction, users cannot switch between the transaction and configuration pages because the transaction page becomes dimmed.
Deleting Unused Configuration Records
After submitting a configuration, you may delete the configured line item or the entire transaction. If you do this, the configuration record remains stored in the database without being associated with any transaction. Unused configuration records occupy storage space.
To free up database space, you can automatically remove unused configuration records depending on their creation date. You can remove configurations older than 3, 6, and 12 months.
To delete unused configurations, select an option in the Clean Unused Configurations Older Than field. After the installation, this option is inactive by default.
Deleting Temporary Files
When processing data related to actions, NetSuite CPQ Configurator creates temporary files. If you are using actions, you should delete the temporary files after a certain amount of days to increase the database space.
On the File Deletion System subtab, click Add. Select the directory that contains the temporary files you want to delete. Then, enter the number of days in the Period column. Add as many directories as required.